See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,099 | $183,519-2.4% | $155,509+15.2% | $145,922+22.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.51% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,528 | $5,313-52.4% | $4,672-45.9% | $4,660-45.7% |
| Participant deferral / active EE | $3,328 | $6,462-48.5% | $5,626-40.8% | $6,688-50.2% |
| Admin fee / account holder | $406 | $19,313-97.9% | $15,912-97.4% | $13,397-97.0% |